Skip to content
Disclosery

Icon Wealth Advisors, LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Icon Wealth Advisors, LLC on IVW, newest first. How the timeline and the estimate are built.

Icon Wealth Advisors, LLC held 476,929 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 476,929 shares
    Change vs previous 13F -15,997 shares

    3.95% of the 13F portfolio, value $65,592,061.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 492,926 shares
    Change vs previous 13F +60,500 shares

    4.12% of the 13F portfolio, value $63,513,563.

    13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 432,426 shares
    Change vs previous 13F +16,181 shares

    3.55% of the 13F portfolio, value $53,300,944.

    13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 416,245 shares
    Change vs previous 13F -7,259 shares

    3.41% of the 13F portfolio, value $50,249,113.

    13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 423,504 shares
    Change vs previous 13F -411 shares

    3.32% of the 13F portfolio, value $46,627,793.

    13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 423,915 shares
    Change vs previous 13F +35,970 shares

    3.24% of the 13F portfolio, value $39,352,042.

    13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 387,945 shares
    Change vs previous 13F -21,989 shares

    3.24% of the 13F portfolio, value $39,388,083.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 409,934 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $39,251,210.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).